Russia

99 statements across 57 episodes · 8 bullish · 47 bearish · 20 people on the record · first statement Jul 11, 2020 by Chamath Palihapitiya · said 1,378 times in 201 episodes since 2020 · across every show →

Mentions by year

brought up most by David Sacks (511), Jason Calacanis (408), David Friedberg (140), Chamath Palihapitiya (124), Andrew Ross Sorkin (22), Brad Gerstner (14), John Mearsheimer (12), Antonio Garcia Martinez (12)

tap a year for its mentions
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025502020202120222023202420252026episodes it came up in
007.52515502020202120222023202420252026episodesmentions per episode
2026 73 mentions in 22 episodes 3 per episode
2025 203 mentions in 45 episodes 5 per episode
2024 178 mentions in 34 episodes 5 per episode
2023 324 mentions in 38 episodes 9 per episode
2022 536 mentions in 40 episodes 13 per episode
2021 44 mentions in 13 episodes 3 per episode
2020 20 mentions in 9 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Russia, oldest first

Jul 11, 2020 bearish
Prediction Not checkable as stated
Russia won't fundamentally matter globally over the next 15 to 20 years
“This is a, you know, country that just won't fundamentally matter in the world over the next 15 to 20 years.”
Chamath Palihapitiya Jul 11, 2020 ▶ 25:40 E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing American efficiency
Jul 30, 2021 bearish
Opinion
Palihapitiya: Investment risk in China is now closer to Russia than US
“I would refine what I'm saying by saying it's a distribution of risk where it's closer to Russia now than it is to the United States.”
Chamath Palihapitiya Jul 30, 2021 ▶ 36:32 E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more
Jan 29, 2022 negative
Prediction Held up
Friedberg: US is highly unlikely to send military forces to Ukraine
“I think to Sax's point, it's highly unlikely we're gonna end up sending military.”
David Friedberg Jan 29, 2022 ▶ 20:48 E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
Feb 5, 2022 neutral
Opinion
Sacks: Reaffirming Ukraine won't join NATO would defuse tensions with Russia
“If we would just give up on that position or just reaffirm that Ukraine should not be admitted to NATO, it would enormously help defuse tensions with Russia.”
David Sacks Feb 5, 2022 ▶ 1:34:31 E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
Feb 25, 2022 negative
Prediction Not checkable as stated
Sacks predicts sanctions will not be an effective deterrent against Russia
“Will sanctions work in terms of being a strong deterrent? No, I don't think so.”
David Sacks Feb 25, 2022 ▶ 16:56 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
Feb 25, 2022
Disclosure
Chamath assigned near-zero probability to the Russian invasion of Ukraine
“When I was thinking about the odds of this, just from a financial perspective and, you know, whether I should be doing something different and putting something on, I thought that there was zero chance that this would happen. Literally, I put it as close to ze…”
Chamath Palihapitiya Feb 25, 2022 ▶ 14:36 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
Feb 25, 2022
Prediction Not checkable as stated
Friedberg: Cyber warfare between the US and Russia is beginning
“I do think, and I don't know if we're going to hear more about this today, but I do think that the cyber war is beginning today.”
David Friedberg Feb 25, 2022 ▶ 5:52 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
Feb 25, 2022 negative
Opinion
Sacks: US military intervention in Ukraine is not a vital American interest
“However, we are not going to intervene militarily in that conflict, nor should we, because we cannot risk starting World War III. It is not a vital American interest.”
David Sacks Feb 25, 2022 ▶ 2:36 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
Feb 25, 2022 neutral
Opinion
Sacks: Putin is a rational actor with clear red lines
“He's a coldly ruthless rational actor. That's sort of the opposite of a madman. I mean, his red lines have been clear. He's been stating them for years.”
David Sacks Feb 25, 2022 ▶ 1:07:37 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
Feb 25, 2022 neutral
What-if
Sacks: Affirming NATO exclusion for Ukraine might have defused conflict with Russia
“If we had been willing to basically affirm That we believe in Ukraine's sovereignty, but they are not a part of NATO. That might have diffused this conflict.”
David Sacks Feb 25, 2022 ▶ 3:12 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
Mar 5, 2022 negative
Prediction Not checkable as stated
Sacks: Media and partisan rhetoric push toward World War III
“With cable news and now social media. And partisan rhetoric. It all pushes us towards continual escalation and World War III.”
David Sacks Mar 5, 2022 ▶ 27:38 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
Mar 5, 2022
Prediction Not checkable as stated
Chamath: The Western end game in Russia is regime change
“The only end game now is regime change.”
Chamath Palihapitiya Mar 5, 2022 ▶ 28:34 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
Mar 5, 2022 negative
Opinion
Friedberg: Outside forces cannot defeat Russia due to its nuclear arsenal
“Any sort of assumption that leads to our belief that an alternative intervention or some other force can ultimately win against Russia is, is completely false because Russia has thousands of nuclear warheads.”
David Friedberg Mar 5, 2022 ▶ 54:34 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
Mar 5, 2022
Insight
Sacks: Great powers act ruthlessly against perceived national security threats
“Great powers, whether it's Russia or the Soviet Union or us will behave viciously and ruthlessly towards anything they perceive as a threat to their national security and their vital national security interests.”
David Sacks Mar 5, 2022 ▶ 1:00:26 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
Mar 5, 2022
Assertion Supported
Friedberg: Russia and Ukraine supply roughly 25% of global wheat exports
“By the way, Russia and the Ukraine combined account for roughly 25% of global wheat exports.”
David Friedberg Mar 5, 2022 ▶ 18:51 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
Mar 5, 2022
Assertion Supported
Chamath: Russia's GDP contracted 35% in the decade before 2022
“Russian GDP has actually decayed 35% in the last decade. It was, it peaked in 2013 at 2.292 trillion dollars. And so, and all the way down to now, 1.4 or three.”
Chamath Palihapitiya Mar 5, 2022 ▶ 52:23 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
Mar 5, 2022 negative
Opinion
Sacks: Western policy is pushing Russia irrevocably toward China
“There's a transition that's happening mainly because of China. So we're, and I, you know, it seems like what we're doing is pushing Russia irrevocably into Xi's arms.”
David Sacks Mar 5, 2022 ▶ 1:01:01 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
Mar 5, 2022 negative
Insight
Sacks: Enforcing a Ukraine no-fly zone means direct war with Russia
“What a no-fly zone means is that you're going to shoot down Russian planes. That's what it means. You are going to war. It may not be boots on the ground. It's boots in the sky.”
David Sacks Mar 5, 2022 ▶ 7:10 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
Mar 19, 2022 positive
Prediction Didn’t hold up
Palihapitiya predicts a Russia-Ukraine ceasefire within two to three weeks
“And so I suspect, and you know, I could be completely wrong, is that we're much closer to a ceasefire than anybody thinks. And I suspect that you could see something in the next two to three weeks.”
Chamath Palihapitiya Mar 19, 2022 ▶ 9:51 E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
Mar 19, 2022 bearish
Prediction Didn’t hold up
Friedberg: Russian export controls will almost certainly cause widespread famine in 2022
“That are not just about sanctions, but also about export controls by Russia that are creating swings in food markets like we've never seen, and will almost certainly lead to widespread famine by the end of this year at this point.”
David Friedberg Mar 19, 2022 ▶ 16:46 E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
Mar 19, 2022 negative
Opinion
Chamath: Western economic sanction capabilities against China are necessary for peace
“We have to implement energy independence writ large, and we have to make sure that it is very clear we have influence amongst all these OECD countries, because if China takes one foot over the line, We have to have the ability to do to them what we've done to …”
Chamath Palihapitiya Mar 19, 2022 ▶ 1:12:02 E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
Mar 19, 2022 neutral
Opinion
David Sacks says China benefits from direct US-Russia conflict
“If you were to look at this from the Chinese standpoint, they must be loving what's going on. Loving it. Old saying, I think Napoleon said it, never interrupt your enemy when he's making a mistake. Why is China So quiet right now. Well, yeah, because they love…”
David Sacks Mar 19, 2022 ▶ 1:11:41 E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
Mar 19, 2022 bullish
Prediction Not checkable as stated
Friedberg: Food synthesis technologies will accelerate over the next two decades
“Humans today, I think, have the ability to synthesize and print food. And over the next couple of decades, particularly catalyzed by what's going on in Russia, Ukraine today, we're going to see these technologies accelerate.”
David Friedberg Mar 19, 2022 ▶ 29:21 E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
Mar 19, 2022 bearish
Prediction Not checkable as stated
David Sacks predicts Russia will become a Chinese client state
“I think it's very likely that the way this is going to play out geopolitically is that Russia will become a Chinese client.”
David Sacks Mar 19, 2022 ▶ 37:18 E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
Mar 26, 2022 neutral
Opinion
Sachs outlines three mandatory terms for a Russia-Ukraine peace deal
“The broad contours of what a peace deal would look like, which is there's three main pieces. Neutrality for Ukraine. The Russians insist that it not be part of NATO. They get to keep Crimea, which they annexed in 2014. That's been a fait accompli. And then som…”
David Sacks Mar 26, 2022 ▶ 54:16 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Mar 26, 2022 negative
Opinion
Sachs: US should broker a ceasefire in Ukraine, not bleed Russia
“What the US should be doing is leading, they should be pushing for Lead, not bleed. Lead the way to a ceasefire, not to inflict maximum damage on the Russian regime.”
David Sacks Mar 26, 2022 ▶ 59:00 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Mar 26, 2022 negative
Opinion
Chamath: US strategy is baiting Russia into egregious actions
“I think we're moving into the second phase of this war, which is effectively trying to bait Russia into doing something really egregiously bad.”
Chamath Palihapitiya Mar 26, 2022 ▶ 1:04:31 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Apr 1, 2022
Assertion Supported
Sacks: Putin's approval in Russia rose to 83% after Ukraine invasion
“Putin's approval rating in Russia is 83%. So his approval ratings have gone up. We thought not, you could say it's fake or whatever, but apparently this is a reasonably decent polling operation. This is a poll by Lovato Center, an independent pollster in Mosco…”
David Sacks Apr 1, 2022 ▶ 1:31:52 E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
Apr 16, 2022 neutral
Opinion
Sacks: China and India are de facto on Russia's side
“China and India are both de facto on Russia's side of this.”
David Sacks Apr 16, 2022 ▶ 8:44 E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview
May 25, 2022 neutral
Assertion Supported
Greenwald: Nine of ten most populous countries refused to expel Russia
“Here are the top 20 countries by population, and the ones in yellow are the ones who refuse to support the UN resolution expelling Russia from the UN Human Rights Council, and you can see that it's nine out of the 10 Most populous countries”
Glenn Greenwald May 25, 2022 ▶ 18:52 #AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
May 25, 2022 neutral
Assertion Partly supported
Sacks: 80% to 90% of Crimea's population wants Russia alignment
“Apparently, 80 to 90% of the population in Crimea is Russian and wants to be part of Russia.”
David Sacks May 25, 2022 ▶ 28:34 #AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
May 25, 2022
Assertion Not checkable as stated
Garcia Martinez: The U.S. is in a proxy war with Russia
“No, we're in a proxy war.”
Antonio Garcia Martinez May 25, 2022 ▶ 16:07 #AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
May 25, 2022 negative
Assertion Not checkable as stated
Garcia Martinez: Eastern Ukraine is not pro-Russian
“It's not the case that eastern Ukraine is pro-Russian.”
Antonio Garcia Martinez May 25, 2022 ▶ 12:38 #AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
May 25, 2022 negative
Opinion
Garcia Martinez: NATO expanded due to Russian aggression, not vice versa
“Russia's not aggressive because, so hold on a second, let me finish the thought. Right, right, no, hold on. Russia's, let me respond to the point that you've sat there for two minutes staring at. Russia is not surrounded by NATO. Russia isn't aggressive becaus…”
Antonio Garcia Martinez May 25, 2022 ▶ 25:42 #AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
Jun 24, 2022 neutral
Prediction Open · timeframe Jun 2027
Palihapitiya predicts Russia-Ukraine war will end in negotiated detente
“So I think that the end game is probably some organized, negotiated detente and ceasefire.”
Chamath Palihapitiya Jun 24, 2022 ▶ 1:13:00 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Jun 30, 2022 neutral
Opinion
Chamath: Xi Jinping is more hedged and moderate on Russia than pro-Russian officials
“Xi is not. And Xi is much more hedged and moderate and, you know, wanted to have more optionality and felt that he was cornered”
Chamath Palihapitiya Jun 30, 2022 ▶ 1:27:59 E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
Jun 30, 2022
Prediction Open · timeframe Jun 2027
Sacks: Russia-Ukraine war will end in a forced three-point settlement
“And that is what we're going to end up with. The only difference is that it's going to be implemented by force and Ukraine will be destroyed in the process.”
David Sacks Jun 30, 2022 ▶ 1:14:35 E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
Jul 14, 2022 negative
Prediction Not checkable as stated
Sacks: Western Alliance supporting Ukraine will fracture in winter 2022
“I'm gonna make a prediction, right? I think the Western Alliance is gonna fracture come this winter.”
David Sacks Jul 14, 2022 ▶ 1:21:43 E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
Aug 20, 2022 negative
Opinion
Sacks: US has no strategic interest in proxy war with Russia
“And I think similarly with Russia, we've basically declared ourselves to be engaged in this proxy war with Russia, which strategically, there's just nothing in it for us.”
David Sacks Aug 20, 2022 ▶ 50:20 E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
Sep 1, 2022
Assertion Partly supported
Sacks: US economy is 15x larger than Russia's, despite their 6000 nukes
“Russia's a much poorer country in the US. We're actually 15 times richer than them. During the Cold War, at their peak, we were only three times richer than them. But we're 15 times richer, but they still got over 6000 nukes.”
David Sacks Sep 1, 2022 ▶ 1:17:23 E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
Sep 10, 2022 negative
Assertion Not checkable as stated
Sacks: Western sanctions against Russia have hurt Europe more than Russia
“The third Contention that was made by advocates of this proxy war is that the sanctions would hurt Russia more than Europe. That has not happened. Europe is already hurting more than Russia. And it's about with winter coming, it's going to hurt even more.”
David Sacks Sep 10, 2022 ▶ 51:44 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
Sep 10, 2022 negative
Assertion Supported
Sacks claims Boris Johnson advised Ukraine against early peace deal with Russia
“Boris Johnson went to Ukraine and said, no deal, do not take the deal. We need to weaken Putin and Russia, not compromise with them.”
David Sacks Sep 10, 2022 ▶ 27:52 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
Sep 17, 2022 negative
Prediction Not checkable as stated
Sacks: Backing Russia into a corner risks escalation and unconventional weapons
“I think there's an equal and opposite chance that that doesn't happen. That certainly could happen, okay? But I think there's an equal... An opposite chance that instead what happens is that we climb the escalatory ladder that Putin, I think we are backing him…”
David Sacks Sep 17, 2022 ▶ 1:22:40 E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
Sep 17, 2022 negative
Assertion Not checkable as stated
Sacks: US military rewrote battle plans and directs Ukraine's counteroffensive
“America is now giving Ukraine more and more advanced weapons. Okay. This sort of the long range artillery. They're telling them where to point the weapons. They're giving them the intelligence for it. They're training them on how to use it. They've got command…”
David Sacks Sep 17, 2022 ▶ 1:12:30 E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
Sep 23, 2022 negative
Opinion
Sacks: The Biden administration's true goal is regime change in Russia
“I think Biden stated the policy, which is this man cannot remain in power. I think he blurted out the truth of his policy. This is a regime change policy. That's what they're going for. They're, they are backing him into a corner.”
David Sacks Sep 23, 2022 ▶ 34:35 E97: SPAC updates, public/private market overview, Putin's end game & more
Sep 23, 2022
Prediction Not checkable as stated
Chamath: India and China will abandon Russia if tactical nukes are used
“I think it's been made pretty clear that both India and China will not stand beside Russia if they do something like this. And I think that that is important because they still are the two biggest purchasers of Russian oil.”
Chamath Palihapitiya Sep 23, 2022 ▶ 33:12 E97: SPAC updates, public/private market overview, Putin's end game & more
Oct 1, 2022 bearish
Prediction Not checkable as stated
Sacks: The Russia-Ukraine war will continue to escalate
“So I don't see how you're going to get a peace deal now. And so if you remove all the off ramps, what's left? Escalation. So it seems to me this thing's just going to keep escalating.”
David Sacks Oct 1, 2022 ▶ 1:02:02 E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
Oct 14, 2022
Prediction Not checkable as stated
Chamath: The next trillion in Western spending will fund domestic bailouts
“If I was a betting man, I spent the I would guess that the next half a trillion to a trillion dollars that is spent in Western world economies will be to subsidize something that's broken internally inside of one of our countries, whether it's the UK pension s…”
Chamath Palihapitiya Oct 14, 2022 ▶ 1:06:56 E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
Nov 12, 2022
Prediction Not checkable as stated
Sacks predicts Russia will escalate if facing total defeat in Ukraine
“That's the paradox of this war is that if Russia faces the prospect of a total defeat, that's when they're most likely to escalate. This conflict into something much, much worse.”
David Sacks Nov 12, 2022 ▶ 0:29 E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
Dec 24, 2022 negative
Opinion
Chamath: Ukraine war proves Russian military and propaganda capabilities were overrated
“The Ukraine Russia war is evidence that, you know, this Highly sophisticated war machine and propaganda machine is not that good at their job.”
Chamath Palihapitiya Dec 24, 2022 ▶ 1:27:14 E109: 2022 Bestie Awards Live from Twitter HQ
Jan 6, 2023
Prediction Held up
Sacks predicts a major strategic economic deal between Russia and China in 2023
“There will be a deal between Putin and Xi. And they met by satellite late last week to discuss ways to further help each other in 2023.”
David Sacks Jan 6, 2023 ▶ 44:23 E110: 2023 Bestie Predictions!
Feb 24, 2023 negative
Opinion
Sacks: U.S. policy is pushing Russia and China into an alliance
“And what we're doing right now, what we're doing right now is pushing China and Russia together into a new axis block.”
David Sacks Feb 24, 2023 ▶ 1:22:17 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
Feb 24, 2023 negative
What-if
Sacks: Ukraine war would not have happened with three specific US concessions
“If we had just done those three things, there would have been no war.”
David Sacks Feb 24, 2023 ▶ 1:07:59 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
Feb 24, 2023 negative
Assertion Not checkable as stated
Sacks: U.S. relations with India have deteriorated since the Ukraine war
“India is the biggest democracy in the world, and our relations with them have gone south since this war because they have a friendship with Russia that goes back the wrong way.”
David Sacks Feb 24, 2023 ▶ 1:23:12 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
Mar 3, 2023 neutral
Assertion Supported
Sacks: Russia holds a six-to-one artillery advantage in Ukraine
“The Russians actually have a six to one artillery advantage, which is why they're actually doing much better in this war than people are acknowledging.”
David Sacks Mar 3, 2023 ▶ 1:37:08 E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
Jun 24, 2023
Assertion Supported
Sacks: Russia fires ~20,000 artillery shells daily vs Ukraine's 3,000-6,000
“Russia is basically using about 20,000 shells a day. The Ukrainians are using somewhere between three and 6000.”
David Sacks Jun 24, 2023 ▶ 29:40 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Jun 24, 2023 negative
Assertion Not checkable as stated
Sacks claims the West rejected a Russia-Ukraine peace deal in 2022
“A deal was available, but the West chose not to take it.”
David Sacks Jun 24, 2023 ▶ 23:21 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Jun 24, 2023 neutral
Prediction Not checkable as stated
Sacks predicts China will support and prop up Russia if necessary
“China will do what it has to do to support and even prop up Russia if they have to.”
David Sacks Jun 24, 2023 ▶ 38:53 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Jul 1, 2023 neutral
Prediction Not checkable as stated
Sacks predicts potential full Russian mobilization within months following Prigozhin mutiny
“I think you could see now over the next few months, a full mobilization in Russia. And I think that this could lead us to the next point of escalation in this war.”
David Sacks Jul 1, 2023 ▶ 21:53 E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
Jul 1, 2023 bearish
Prediction Open · timeframe Jul 2033
Calacanis predicts Vladimir Putin will lose power within 10 years
“I think we're gonna see in the next 10 years, Putin lose power and he's going to be out of power.”
Jason Calacanis Jul 1, 2023 ▶ 13:54 E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
Jul 1, 2023 bearish
What-if
Sacks: A Prigozhin takeover in Russia would have yielded a worse hardliner
“What you're much more likely to end up with is an even worse dictator or a hardliner. And I think that is what would have happened if Rogozin had taken over. I think it would have been much worse for the West.”
David Sacks Jul 1, 2023 ▶ 20:44 E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
Aug 26, 2023 bullish
Assertion Not checkable as stated
Sacks: Russia is winning the war in Ukraine
“Russia is winning the war, and you may hate Putin, but he is still a master of Russia, and eventually we're gonna have to deal with him.”
David Sacks Aug 26, 2023 ▶ 1:51:10 E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
Sep 1, 2023
Assertion Partly supported
Sacks: Russia supplies 50% of India's oil
“Russia right now is supplying half of India's oil, and India has adamantly refused to play along with the US sanctions.”
David Sacks Sep 1, 2023 ▶ 49:45 E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
Sep 8, 2023
What-if
Christie: Taking NATO off table in 2021 would not have avoided war
“So no, I wouldn't have been willing to do it in 21 in order to avoid it because quite frankly, I don't believe that it would have avoided it just would have forestalled it.”
Chris Christie Sep 8, 2023 ▶ 29:08 In conversation with Chris Christie
Sep 13, 2023 positive
Assertion Contradicted
Musk: Starlink is the only communications network working on Ukrainian front lines
“Starlink is the fundamental communication backbone of the Ukrainian government and essential services, like first responders and that kind of thing. And, you know, it's used, we hope peacefully, relatively peacefully on the war front. It is the only thing that…”
Elon Musk Sep 13, 2023 ▶ 11:43 Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
Oct 13, 2023 negative
Assertion Supported
Sacks notes U.S. artillery shells cost ten times more than Russia's
“There's an article recently in the New York Times where it said that the cost of the United States of producing an artillery shell is 6000 dollars. For Russia, it's 600 dollars. So in other words, it costs the US 10 times what it costs Russia to produce an art…”
David Sacks Oct 13, 2023 ▶ 47:30 E149: Hamas terror attacks in Israel: fallout, reaction, next steps
Oct 27, 2023
Assertion Not checkable as stated
Sacks: Russia has roughly five times Ukraine's population and lower war casualties
“The Ukrainians are dying in much higher numbers, and Russia's a much bigger country. They've got something like five times the population.”
David Sacks Oct 27, 2023 ▶ 5:15 E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
Oct 27, 2023 bearish
Prediction Not checkable as stated
Sacks: Ukraine's counteroffensive failed and evicting Russia is impossible
“If you look at what's happened this year, so let's just put a pin in what happened last year, because I think there's different ways of interpreting it, but if you look at what's happened this year, and certainly over the last five months, Ukraine has made no …”
David Sacks Oct 27, 2023 ▶ 4:47 E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
Nov 11, 2023 neutral
Assertion Supported
Kushner: Russia was second country to send U.S. COVID supplies
“When we were in kind of our worst moments in COVID, the second country that sent us a plane load of supplies and ventilators when New York looked like it was, you know, on the verge of going under was Russia.”
Jared Kushner Nov 11, 2023 ▶ 1:28:44 Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
Feb 23, 2024 bearish
Assertion Not checkable as stated
Sacks: The Russia-Ukraine war is not a stalemate, Russia is winning
“As I've been saying for a while, it's not a stalemate. The Russians are winning”
David Sacks Feb 23, 2024 ▶ 1:17:45 E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
Apr 5, 2024
Assertion Not checkable as stated
Sacks: Russia sought Ukrainian neutrality, not complete conquest of Ukraine
“What was Russia demanding? They were demanding Ukrainian neutrality. They were not basically looking to conquer Ukraine. They wanted them to be neutral. So Ukraine did not have to give up its freedom. Okay. They just had to agree to be neutral.”
David Sacks Apr 5, 2024 ▶ 1:28:09 E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
Apr 12, 2024 neutral
Assertion Not checkable as stated
Sacks: Russian electronic warfare and mass production outweigh Ukrainian drone usage
“It turns out that as many drones as Ukrainians have been able to put on the battlefield, the Russians have even more because they're able to mass produce them in factories. They've got Bigger drones, better drones. And I think the most important variable in th…”
David Sacks Apr 12, 2024 ▶ 1:08:11 E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
Jun 20, 2024 negative
Opinion
Trump says talk of Ukraine joining NATO caused the Russia-Ukraine war
“So for 20 years, I heard that NATO if Ukraine goes into NATO, it's a real problem for Russia. I've heard that for a long time. And I think that's really why this war started.”
Donald J. Trump Jun 20, 2024 ▶ 22:58 In conversation with President Trump
Jun 20, 2024 negative
Assertion Partly supported
Trump claims Paris Accord required $1T from US while China paid nothing
“The Paris Accord was a disaster for us. We were going to pay a trillion dollars, and other countries were paying nothing. Russia was paying nothing. China was paying nothing. It didn't even kick in for China until 2030, whereas with us it kicked in immediately…”
Donald J. Trump Jun 20, 2024 ▶ 38:37 In conversation with President Trump
Jun 29, 2024 negative
Opinion
Friedberg says foreign adversaries were the main winners of the presidential debate
“The big loser of last night's debate was the American public. The big winner of last night's debate was probably Russia, China, Iran, maybe the Saudis licking their chops, watching the utter dysfunction in the leadership of the party, in the leadership of the …”
David Friedberg Jun 29, 2024 ▶ 13:06 Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
Sep 16, 2024 negative
Opinion
Mearsheimer: Russia is not a serious threat to the U.S.
“With regard to Russia, I don't think Russia is a serious threat to the United States. And indeed, I think the United States should have good relations with Putin. It's a remarkably foolish policy to push him into the arms of the Chinese.”
John Mearsheimer Sep 16, 2024 ▶ 20:26 Deep State, Hegemony & U.S. Foreign Policy: John Mearsheimer vs. Jeffrey Sachs | All-In Summit
Sep 16, 2024 negative
Assertion Not checkable as stated
Sachs: U.S. is in a direct war with Russia
“So this to me is the most definitive fact of our lives, which is we are now in a war, direct war, not proxy war, direct war with Russia, which has 6000 nuclear warheads.”
Jeffrey Sachs Sep 16, 2024 ▶ 43:28 Deep State, Hegemony & U.S. Foreign Policy: John Mearsheimer vs. Jeffrey Sachs | All-In Summit
Sep 16, 2024 negative
Opinion
Mearsheimer: China is America's primary peer competitor and greatest threat
“China is a peer competitor to the United States. It's the most serious threat to the United States. Russia is the weakest of those three great powers, and it's not a serious threat to us.”
John Mearsheimer Sep 16, 2024 ▶ 20:46 Deep State, Hegemony & U.S. Foreign Policy: John Mearsheimer vs. Jeffrey Sachs | All-In Summit
Sep 27, 2024
Assertion Not checkable as stated
Sacks: Ukraine is losing about 30,000 troops per month killed in action
“The sources I've read suggest that the Ukrainians are losing about 30,000 troops per month. And that's just KIA.”
David Sacks Sep 27, 2024 ▶ 1:29:08 OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
Sep 27, 2024
Prediction Didn’t hold up
Sacks: Ukraine's military will collapse within one to six months
“I think that Ukraine within, it could be in the next month. It could be the next two months. It could be the next six months. I think they're eventually going to collapse. They're getting close to being combat incapable.”
David Sacks Sep 27, 2024 ▶ 1:29:43 OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
Oct 3, 2024 negative
Assertion Partly supported
Cuban ties 2022 inflation peak directly to Trump's 2020 oil deal
“And you know what matches up perfectly? What matches up perfectly is that 9.1% in 2022 and the day that that agreement ended. Where MBS and Russia limited production, that agreement ended it like this.”
Mark Cuban Oct 3, 2024 ▶ 27:40 Mark Cuban: Love/Hate Relationship with Trump, Why He's Backing Kamala Harris
Oct 18, 2024 bullish
Assertion Partly supported
Friedberg: SMRs are currently operating in China, Russia, and India
“There are SMRs operating in China, Russia, and India today. And there's about 65 being built at this moment, right?”
David Friedberg Oct 18, 2024 ▶ 1:03:01 Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
Nov 23, 2024 neutral
Assertion Not checkable as stated
Sacks: Russia only had two explicit red lines in Ukraine conflict
“If you actually listen to what the Russians have said, there's only been two red lines. The first red line was they said they would not accept NATO expanding to Ukraine, and they proved their seriousness on that issue by invading Ukraine in February of 2022. T…”
David Sacks Nov 23, 2024 ▶ 49:46 DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory
Jan 4, 2025 bearish
Prediction Not checkable as stated
Baker predicts Trump will negotiate a deal detrimental to Russia and Ukraine
“I think Trump is going to be a lot tougher on Putin than people think. And I think he's going to get a very, very a deal that's very, very bad for Russia and Ukraine.”
Gavin Baker Jan 4, 2025 ▶ 10:26 2025 Predictions: Tech, Business, Media, Politics!
Jan 11, 2025 negative
Assertion Supported
Palihapitiya: China and Russia are aggressively militarizing the Arctic
“Because meanwhile, what you have is China militarizing very aggressively, Russia militarizing very aggressively. And what you don't want to have happen is those two countries take control of that northern passage as the ice sheet melts.”
Chamath Palihapitiya Jan 11, 2025 ▶ 1:36:41 LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Feb 15, 2025 negative
Assertion Partly supported
Naval: DJI is likely the world's largest defense contractor today
“If you look at it today, probably the largest defense contractor in the world is DJI. They got all the drones. Even in Ukraine, both sides are getting all their drone parts from DJI. Now they're getting it through different supply chains and so on, but Ukraini…”
Naval Ravikant Feb 15, 2025 ▶ 1:19:14 JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
Apr 26, 2025 neutral
Opinion
Sacks: China is US's only peer competitor, Russia distant third
“China is the peer competitor. It's the only country in the world that is a peer of the United States. It's the only country that's really capable of threatening our security. Russia is a distant number three in terms of the great power rankings.”
David Sacks Apr 26, 2025 ▶ 36:43 Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
Apr 26, 2025 positive
Assertion Supported
Sacks: Over 80% of Crimeans poll in favor of being part of Russia
“And if you look at what the people of Crimea want, and there's been a lot of Western polling on this, there's been man on the street interviews by NBC, the people of Crimea by something like over 80% say they want to be part of Russia.”
David Sacks Apr 26, 2025 ▶ 45:20 Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
Aug 21, 2025 positive
Assertion Partly supported
Calacanis: Global democracy indexes rank Ukraine far higher than Russia
“If you were to look at any of the ratings of democracies in the world, Russia would be amongst the lowest scores. And the Ukraine would be in the high middle scores compared to the truly free countries.”
Jason Calacanis Aug 21, 2025 ▶ 51:06 Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
Aug 21, 2025 neutral
Assertion Supported
Senator Schmitt: Russia has five times Ukraine's population and triple the munitions
“Russia has five times the people, three times the munitions they have an industrial base.”
Senator Eric Schmitt Aug 21, 2025 ▶ 52:45 Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
Sep 9, 2025 positive
Opinion
Alex Karp: Russia and France have the world's best math cultures
“Like, the two best math cultures in the world are Russia and France, and like, we hire ad nauseum from France.”
Alex Karp Sep 9, 2025 ▶ 27:19 Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
Sep 9, 2025 neutral
Disclosure
Alex Karp: Palantir has never worked with China or Russia
“We never worked with China. We never worked with Russia.”
Alex Karp Sep 9, 2025 ▶ 19:52 Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
Sep 15, 2025 negative
Assertion Not checkable as stated
Gabbard: Obama explicitly tasked intelligence to show how Russia meddled, not whether
“Said this is a POTUS tasking on Russia meddling with the election. And what you'll see in those documents was not President Obama asking, ah, look into the intelligence and see if Russia meddled the election. It was, Provide me with an assessment saying how Ru…”
Tulsi Gabbard Sep 15, 2025 ▶ 7:00 Tulsi Gabbard on Russiagate Hoax Evidence and How She’s Reforming Politicized Intelligence Agencies
Sep 15, 2025
Assertion Not checkable as stated
DNI Gabbard: Draft 2016 PDB finding no Russian election interference was pulled
“This December eighth president's daily brief was consistent with all of the other assessments, essentially saying there was no interference in the outcome of the election by Russia. That brief was pulled. It was never published. It was pulled back from publish…”
Tulsi Gabbard Sep 15, 2025 ▶ 6:24 Tulsi Gabbard on Russiagate Hoax Evidence and How She’s Reforming Politicized Intelligence Agencies
Jan 10, 2026
Prediction Open · timeframe Dec 2026
Friedberg predicts the Russia-Ukraine war will settle in 2026
“Russia, Ukraine. I think it's going to settle out this year. I think there's a lot of motivating factors to get it settled out this year, economic and other political factors, but I do think it's going to settle out this year, and it's going to bring a bit mor…”
David Friedberg Jan 10, 2026 ▶ 51:20 All-In's 2026 Predictions
Jan 22, 2026 negative
Assertion Partly supported
Rogers: UK speech arrests in 2023 exceeded Russia, China, and Turkey
“So that was in a single year of slightly over 12,000 Brits arrested for speech acts, and that is more than were arrested that year in Russia, more than in China, more than in Turkey.”
Sarah B. Rogers Jan 22, 2026 ▶ 11:45 Europe's Free Speech Failure and the "Censorship Industrial Complex" with Sarah B. Rogers
Mar 6, 2026
Assertion Partly supported
Chamath: Iran, Venezuela, and Russia account for ~40% of China's oil
“About a fifth of it comes exclusively from Iran and Venezuela, and now all of that is off the table. So if you take that, and then you see what Steve Witkoff and Jared Kushner and Josh Greenbaum have been doing, which is trying to get a deal done in Russia, an…”
Chamath Palihapitiya Mar 6, 2026 ▶ 11:29 War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
Apr 10, 2026
Prediction Not checkable as stated
Gerstner: A Russia-Ukraine deal is getting close
“I think we're getting close to a deal on Ukraine, Russia.”
Brad Gerstner Apr 10, 2026 ▶ 1:14:48 Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Aug 29, 2026 negative
Opinion
Sacks: Claims of Russian ambitions to conquer Europe are baseless threat inflation
“This is the same kind of threat inflation that we've heard for years from neocons about Russia's supposedly Imperial ambitions to conquer all of Europe. There's simply no basis for believing it.”
David Sacks Aug 29, 2026 ▶ 1:17:33 Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
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